CashBox Portal User Guide
CashBox for Salesforce
Importing CashBox Data in Salesforce
Importing Data, Automatic and Continuous
After a successful installation and configuration of the CashBox applications, you are ready to start your data import into Salesforce. By default, the start date for the initial import is set to 1/1/2010 at 12:00am. If you have data in CashBox prior to this date, go to Custom Settings > Import Log and set your Next Extract Start variable to the earliest date you would like to import data (this date can precede 2010). You can also adjust the initial start date to the first date of created data in CashBox you would like to import into Salesforce.
After setting the start date, go to the CashBox Admin tab, and at the bottom of the page, click Start Data Import. This button starts a continuous import job that runs across all objects defined above, in the following order:
- Import all products
- Import all billing plans
- Import all rate plans
- Import accounts [created: since -> to]
Note: Job #4 will run only if you have checked the Import Accounts Separately checkbox on the CashBox Admin tab. If this flag is set to False, only accounts that have purchases will be imported as part of the AutoBill import job (#5).
- Import AutoBills [last modified: since -> to]
- Import transactions [last modified: since -> to]
- Import credits [last modified: since -> to]
- Import refunds [last modified: since -> to]
- Wait [as defined by Default Refresh Interval on the CashBox Admin tab]
When the wait period ends, the import process resumes with job #1. The since -> to timestamps vary depending on how long one full import sequence lasts, including the wait period. The window used for [since -> to] on the next import sequence is set as follows: the new since = the previous to, and the new to = now, unless now is later than the start time plus the Max Import Period, in which case the new to = the new since plus the Max Import Period. This allows for an elastic time window during which the data is fetched, and can accommodate large data imports during peak times while catching up during off-peak times.
Each of the eight import jobs leverages pagination. You configure pagination by setting the Page Size variable in Custom Settings > Import Log. The default page size is 100. If your CashBox environment is configured to use a large number of name-value pairs and the objects are data-heavy, you might want to set the Page Size to a smaller value. Because of the integration limitation Salesforce imposes, page size settings can vary widely from one organization to another.